Ad is loading...
FCBSX vs JVMRX
FCBSX vs JVMRX Comparison
Open Charts FCBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value C
Price$30.26
Change+$0.37 (+1.24%)
VolumeN/A
Net Assets685.37M
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
FCBSX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCBSX vs. JVMRX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCBSX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. FCBSX (685M). JVMRX pays higher dividends than FCBSX: JVMRX (0.94) vs FCBSX (0.46). FCBSX was incepted earlier than JVMRX: FCBSX (24 years) vs JVMRX (14 years). FCBSX (1.67) is less costly to investors than JVMRX (0.76). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (47.00). FCBSX has a lower initial minimum investment than JVMRX: FCBSX (1000) vs JVMRX (1000000). FCBSX annual gain was more profitable for investors over the last year : -9.36 vs. JVMRX (-14.99). JVMRX return over 5 years is better than : 45.40 vs. FCBSX (27.84).
| FCBSX | JVMRX | FCBSX / JVMRX | |
| Total Expense Ratio | 1.65 | 0.75 | 220% |
| Annual Report Gross Expense Ratio | 1.67 | 0.76 | 220% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -8.844 | -9.614 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 19.2B | 4% |
| Annual Yield % from dividends | 0.46 | 0.94 | 49% |
| Returns for 1 year | -9.36 | -14.99 | 62% |
| Returns for 3 years | -9.48 | -7.97 | 119% |
| Returns for 5 years | 27.84 | 45.40 | 61% |
| Returns for 10 years | -26.70 | 22.35 | -119% |
View a ticker or compare two or three
VS
VS
Ad is loading...